Financial Advisor for Lawyers - Trusted Financial Planner for Law firm owners, Lawyers & Wealth Managers Since 1986. Financial Management for Lawyers Near Me in Colorado | Financial advisor for Attorneys

Financial Planning For Lawyers & Law Firm Owners

A Financial Plan Aligns Your Money With What Is Most Important To You, Including Your Values, Goals & Relationships.

Create A Path To The Future You Want

Financial & Investment advice Tailored to Attorneys

As you grow your career as a Lawyers or Attorneys, beginning with law school, through becoming a Lawyer & on to being part of your own practice and retirement, A&I is here to help with professional financial services for every step of your professional journey.

Advisor for Every Stage of Your Legal Profession

Attorneys have unique financial challenges. Learn how financial planners at A&I can help you manage debt, invest & protect wealth more effectively.

Newly Graduated Lawyer

Established Lawyer (Late 30's or Mid Career)

Law Firm Owner or Partner

Retired or Retiring Lawyer

Financial Advice For Better Tomorrow

Financial Planning

Whether you’re a Physician or your partner is a Physician, or maybe you’re both physicians, we know that your household is different from other American professional households. The right financial planning strategy is one that’s based on the intricacies of your career in medicine, your personal circumstances, your future goals and the current environment. We’ll work with you to develop a financial plan that is uniquely yours.

Specialized advice benefits your financial health & allows you to focus on . Get a financial plan that works as hard as you do to achieve your family’s financial goals.

Our Financial Planning Process

The financial planning process at A&I Financial Services begins with our Discovery Meeting. We often hear this is the best conversation about money a person has ever had.

We deliver as many as three meetings free of charge as we get to know what is important to you, including your values, goals and relationships. Then, we begin the process of advanced financial planning, described next.

How A&I Wealth Management Can Help You

Attorneys have unique financial challenges. Learn how financial planners at A&I can help you manage debt, invest & protect wealth more effectively.
  • Save Time & Make Informed Financial Decisions
  • Asset Protection and Reducing Risks
  • Clarifying and Simplifying Your Complex Finances
  • Advice on Reducing Taxes
  • Making Smart Investment Decisions
  • Planning for Retirement and Succession

Advanced Financial Planning

We go one-step further than many other firms.

We pull together an expert team to deliver advice in the legal, accounting, risk management and other professions. We then give you a summary financial plan on one piece of paper. This makes it easy for busy people to live their lives and know the details are taken care of by an experienced fiduciary.

Read more about our promise & our process.

When we sit down with you to discuss your personal financial plan, we will bring you the best advice from our expert team, described next.

Why Choose A&I for Financial Advise?

We are a team of experienced professionals. We follow a proven process that enables each client to feel exceptionally well cared for,
safe and confident with their financial affairs.

In-Depth Knowledge

Every A&I Financial Services financial planner is a four-year college graduate. Six of us are CFP® practitioners. We have over a dozen other advanced designations on our team. Plus, two of us are professors of financial planning for accredited universities. Many of us have held leadership positions in professional associations. 

Our Team

Good Investments

Our investment process is unique. We combine a patented selection process with thorough due diligence. We know the companies where we entrust our money. Our investment committee meets at least weekly to stay abreast of changes in the market. The committee is both academic and street-smart. We have a lot of education as well as experience.

Investment Advice


We are a fiduciary. This is the highest standard in the financial services business. This means we swear to put your interests ahead of our own. We promise that no one outside your immediate family will have a stronger interest in your financial success than us. 

Why Choose Us


A&I Financial Services financial planners are a team. We meet at least weekly to share our best ideas. We have a number of Certified Financial Planner CFP® practitioners who are experts at complex planning issues. Plus, we educate our clients with the latest and most relevant information through frequent educational events, blog posts, an email newsletter, podcasts and videos.

What We Believe


We make it simple to achieve your real-life financial goals. A&I Financial Services financial planners are experienced. Since 1986, we have helped a small number of families achieve financial success. We have over 100 years of combined experience on our team. 

Our History

Our Core Values and Guiding Principles

We rely on our 12 core values to set priorities, resolve ethical dilemmas, act in our client’s good faith, and provide a consistently exceptional experience for everyone we meet.

Our Values
We Deliver Excellent Service

Advice & tailored solutions for Physicians and Dentists

Our Certified Financial Advisors (CFA’s) are specialized in providing Financial planning for physicians & Dentists. Managing finances is a specialized area of practice that requires an understanding of the unique financial challenges facing Doctors today as well as a thorough understanding of each Physician’s personal financial situation. Long-term, real-life success begins with a plan. A comprehensive financial plan delivers calm confidence for all aspects of your financial life. A&I Financial Services is here to help you take on the unique financial challenges you face as a healthcare professional, no matter where you are in your career in medicine.

What Can You Expect?

Our clients receive:

Completely personal financial plans
Custom investment management, including access to our proprietary investments
Access to an expert team of professionals, including insurance pros, CPAs and attorneys
Advanced planning, such as charitable giving, risk management, and wealth transfer strategies
Interesting education and other events
Great technology
Regular progress meetings to review progress on your financial plan convenient for you

Financial Services We Provide

Covered in these areas

Investment Advice

Patented investment process, including ESG investing: environmental, social and governance considerations.

Tax planning

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Couple on yacht

Retirement Planning

Tax Optimization: Get choice and control over when and how much you pay in taxes.

Charitable Planning

Charitable Giving

Make an impact beyond your family, helping our community and the world at large.

Investment and Market Update


Divorce impacts every aspect of life, ranging from parenting to living to financial arrangements.

Paying for College

College and private education planning, for yourself, your kids and grandkids.

Real Estate Family Moving

Real Estate Planning

Purchasing a personal or investment property, including how much debt, legal and accounting issues.

Business Owners transition

Business Succession

I’m grateful that others have done this before and I could learn from their mistakes and successes.


Windfall or Inheritance Planning

Working with an advisor has been my best decision yet.

Life Planning

Purposeful planning, help with the emotional dimensions of money, and more.

Wealth Transfer

Wealth Transfer

Teaching younger generations financial stewardship, transferring values and stories, ensuring a financial legacy.

Long-Term Care Planning

Deciding whether or not to buy LTC insurance, having a plan in place for the end of life.

Client Stories

Client stories included on this website reflect hypothetical client situations that represent
those commonly encountered by AIWM representatives, they do not reflect actual client relationships.
Jim and Sheryl
Dave and Janet

Jim and Sheryl have been clients of the firm for nearly 20 years. They originally came to us for tax advice. Their tax preparer only looked “in the rear view mirror” and they often felt surprised. They wanted everything to be pulled together and organized, but they didn’t have the time or confidence to do it themselves. Both were working, previously married and they were looking forward to helping their grown children plan for marriages and grandchildren too. We:

Often meet on the phone, using Zoom or in-person
Planned for paying for the kids’ marriages
Enabled them to build their dream retirement home
Provide them a retirement income from their investments
Plan for their grandkids future education, whether college-bound or otherwise
We provide their kids financial planning advice as a service as well

Sheryl and Jim call us with any question they have about money. They joke that they “have to have permission” before they make a big purchase. What they are actually saying is that now they have confidence, whenever they want something, whatever it is, they know they can achieve their dream!

Client stories included on this website reflect hypothetical client situations that represent those commonly encountered by AIWM representatives, they do not reflect actual client relationships.

Dave and Janet have been clients of our firm for over 10 years. Together, they have run a business for thirty years. Yet, when they first became clients, they felt lost with their personal money. Dave said there were three stages to a life with money: accumulation, retention and giving away. Back then, it was all about protecting and growing their wealth. Today, their financial plans involve a lot of giving. We:

Often meet in person, share emails and talk on the phone
Discuss charitable planning strategies
Talk about the joys of giving to the family without spoiling them
Planning for the business exit and the second generation of ownership
Provide prudent investment portfolio management

Their modesty and generosity make a big impact in the lives of many people. Their church, for example, is financially strong—and most of the members have no idea how much of that strength comes from Dave and Janet.

Client stories included on this website reflect hypothetical client situations that represent those commonly encountered by AIWM representatives, they do not reflect actual client relationships.

Women's Wealth Wellness

Connect with expert team of Financial Advisors experienced in crafting Goal oriented Financial Plan for Lawyers & Law Firm Owners

Cameron Morgan

Financial Advisor

Judson Cass


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Recent Blog Post

Read this Periscope to learn what today’s politics might mean for our investments and also to get the short, (and long if you like), version of our investment and economic commentary.

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